AI-Powered Tax Strategy for Entrepreneurs & Investors

Tax Strategy Insights & Expert Guides

Explore our latest articles and thought leadership on tax planning, AI automation, and strategic wealth building. Whether you're optimizing for your first six figures or protecting your seven-figure income, these guides help you make smarter, legally sound decisions.

How to Document the Federal Research Credit: A Small-Business Section 41 Checklist

by: R. Kenner FrenchPublished on: 29/10/2026

A practical documentation checklist for small businesses claiming the federal Research Credit (Section 41). Learn how to define business components, map wages and supplies, keep contemporaneous records, reconcile to the general ledger, and prepare for Form 6765 Section G rules for tax years beginning after 2025.

Section 179 vs. Bonus Depreciation: A 2026 Equipment-Purchase Decision Checklist for Business Owners

by: R. Kenner FrenchPublished on: 27/10/2026

Practical 2026 checklist to choose between Section 179 and 100% bonus depreciation for business equipment purchases. Steps, tradeoffs, and when to involve tax planning, bookkeeping, and financial planning.

Tax Basis Before a Business Sale: A Recordkeeping Checklist for Owners

by: R. Kenner FrenchPublished on: 24/10/2026

Practical checklist and steps to assemble tax basis records before selling a business. Learn what documents matter, how basis affects gain/loss, and how bookkeeping, tax forecasting, and proactive tax planning can help.

Audit-Ready Tax Records: A Practical Recordkeeping System for Small Businesses

by: R. Kenner FrenchPublished on: 21/10/2026

A practical, operations-focused guide for small-business owners to build and maintain audit-ready tax records. Covers accounts separation, chart of accounts, transaction capture, receipts, mileage, asset registers, payroll and contractor files, monthly close, retention schedules, permissions, backups, and an audit-ready review workflow.